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CommunitySuite Idea Lab: Fund Advisors

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Clear grant requests from fund advisor carts without proxying in as the advisor

We would love to to be able to manually remove grants from fund advisor carts after several communication attempts. It looks like the only way to do this is by logging in as the fund advisor and removing it from their portal, which raises security concerns. We would like an option to be able to remove these grants on behalf of the fund advisor from the back-end of the system.

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Tori Hart shared this idea  ·   ·  Report…  ·  Admin →
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  • Eyerusalem Gehringer commented  ·   ·  Report

    This would be great - we have set up an internal policy on how many outreach attempts we make and when we clear the cart. It would be great to remove it on the back end and have that record rather than logging in as the advisor.

  • Tori Hart commented  ·   ·  Report

    We would love to to be able to manually remove grants from fund advisor carts after several communication attempts. It looks like the only way to do this is by logging in as the fund advisor and removing it from their portal, which raises security concerns. We would like an option to be able to remove these grants on behalf of the fund advisor from the back-end of the system.